PandaDoc integration

PandaDoc is an electronic signature and document management platform, specializing in multiple use cases, including Recruitment and HR across all company sizes and industries. PandaDoc allows teams to securely create, send and esign HR documents, while enhancing the signing employee and candidate experience.

PandaDoc's integration with Greenhouse Recruiting allows your team to standardize your hiring documents by adding Greenhouse fields into PandaDoc's templates so that you can automatically populate the offer and candidate information.

Configure the PandaDoc integration

Go to Settings > Integrations > Greenhouse.

Select Connect.

Select OAuth 2.0 Authorization Code Grant (v3) and follow the prompts — make sure all scopes are selected.

Pre-set a PandaDoc template with variables that will pull information from Greenhouse each time you create a new document from this template.

Open your template in PandaDoc

In the Workflow builder, click +Add step

Select Pull data from integration

Click Greenhouse

Select a Greenhouse object you want to pull data from

To access the list of related variables, open your document or template, and select View on the top menu > All variables. From here you can search, copy, and paste the necessary Greenhouse variables into your template/document.

Use the PandaDoc integration

Click Use this template in the top right to proceed

Select a specific Candidate/Job/Application/Offer from the dropdown and Proceed to Adding recipients

Assign your recipients

Review and send the document

Additional resources

For additional information or troubleshooting not covered here, reach out to the PandaDoc team here.